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- Custodian
- LPL Financial
- Clients
- Retail and Institutional
- Platforms
- Available
- Established Date
- 06-26-2018
- Office Locations
- 2
Office Locations
About Harvest Capital Assets, LLC
Harvest Capital Assets is a family-focused wealth manager serving pre-retirees, retirees, and business owners across five states. The firm provides financial planning, active portfolio management, and tax-minimization strategies, with regular client communications on market rationale. Portfolios primarily use ETFs alongside funds and fixed income, and clients get a 24/7 Asset-Map view of assets, liabilities, insurance, and cash flow; supports LPL Financial custody.
Team overview
Insights
Asset Classes
Custodian
Investment Themes
Investment Vehicles
Services
Technology
Owner & Executives
ALEXANDER L SKABRY
Chief Investment Officer, Managing Member, Managing Partner
- CRD
- #5251079
- Ownership
- 75% or more
David Andrew Caldwell
Chief Compliance Officer
- CRD
- #6454144
- Ownership
- Less than 5%
Showing 2 of 2 owners & executives
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JAMES KING HEDGES II
Investment Advisor Representative
- CRD
- #5335632
Showing 1 of 3 contacts
Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $72,000,000 | $236,066 |
| Non-Discretionary | $0 | -- |
| Total | $72,000,000 | $236,066 |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Public Funds | Available | Available |
| Corporate - Investment Grade | Available | Available |
| Cash | Available | Available |
| Municipal Bonds | Available | Available |
| U.S. Government/Agency | Available | Available |
| Total | Available | Available |
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